Estate Plan Readiness Checklist
Here are practical items to gather and think about before your consultation.
It may be worth discussing your options for a comprehensive estate plan with our attorney Vince S. Giarratano.
Family And Children
- Choose who should care for your minor children if you could not.
- Choose a backup caregiver in case your first choice cannot serve.
- Decide who should manage money for your children.
- Consider whether the caregiver and money manager should be the same person.
Home And Assets
- List any real estate you own, including your home and other property.
- Gather bank, investment, retirement, life insurance, and business information.
- Review beneficiary forms so they match your current wishes.
Decision-Makers
- Choose someone to help with finances if you cannot sign papers.
- Choose someone to make healthcare decisions if needed.
- Choose backup decision-makers.
Existing Documents
- Locate any current will, trust, power of attorney, or healthcare directive.
- Note when each document was signed.
- Bring copies to your consultation.
Questions To Ask
- Do I need a will, a trust, or both?
- Can my family avoid court if something happens?
- How should I plan for minor children?
- Are my accounts and beneficiary forms coordinated?